Oracle - Peoplesoft Enterprise

Competencies: 8+ years experience

Oracle - Peoplesoft Enterprise - Functional - Enterprise Performance Management (EPM)

Position Summary

The Financial Technology Manager will serve as Finance's functional owner and strategic enablement lead for TBC's Oracle Enterprise Performance Management platform. This role will drive the design, governance,

administration, and continuous optimization of the Oracle Fusion Enterprise Performance Management (EPM) platform. This role serves as the primary liaison between Finance, IT, and external partners to ensure system integrity, data accuracy, and efficient execution of planning, consolidation, and reporting processes.

This is a high-impact role within TBC's finance transformation agenda. The successful candidate will help shape the future-state finance operating model by advancing driver-based planning, scenario modeling, integrated reporting, automation, and governance across Oracle EPM and related finance platforms. The role requires an individual who can operate at the intersection of finance, technology, data, and business process design-balancing hands-on system expertise with the ability to influence senior stakeholders and drive enterprise adoption.

Primary Duties and Responsibilities

Key Responsibilities:

EPM System Management & Support

• Administer and maintain Oracle Fusion EPM modules (e.g., Planning, FCCS, EDMCS, Account Reconciliation, Narrative Reporting)
• Serve as the Finance product owner for Oracle EPM, responsible for translating business needs into scalable system-enabled processes, maintaining alignment between finance process design and system capabilities, and ensuring the platform evolves with business requirements while minimizing unnecessary customization.
• Manage user access, security frameworks, and role-based permissions
• Perform system configurations, metadata management, and environment migrations (Dev/Test/Prod)
• Monitor system performance, resolve issues, and coordinate with Oracle support as needed
• Lead business testing and validation for Oracle quarterly releases, EPM patches, and related technology ecosystem changes
• Develop and deliver end-user training, process documentation, administrator runbooks, and knowledge-transfer materials to drive adoption, self-service capability, and consistent execution of financial processes.

Financial Planning, Consolidation & Reporting Business Process Owner

• Own the functional enablement of budgeting, forecasting, long-range planning, scenario modeling, and management reporting processes within Oracle EPM, ensuring the platform supports efficient, accurate, and decision-oriented financial planning.
• Ensure accurate consolidation processes and financial close support (FCCS)
• Lead the evolution of financial reporting, dashboarding, and management reporting capabilities to improve transparency, reduce manual effort, and enable timely, actionable business insights.
• Validate data integrations between ERP (Oracle Fusion Financials) and EPM

Data Integration & Automation

• Own the functional integrity of finance data flows across Oracle ERP, Oracle EPM, legacy planning platforms, and downstream reporting tools, including mappings, validations, reconciliations, exception management, and automation opportunities.
• Identify and implement automation opportunities to improve efficiency and reduce manual processes
• Ensure data accuracy, completeness, and auditability across systems

Governance, Controls & Audit Readiness

• Establish and enforce system governance standards, documentation, and change control processes
• Maintain audit-ready documentation (process flows, system controls, user access logs)
• Support internal and external audit requirements related to financial systems

Continuous Improvement & Transformation

• Partner with Finance leadership to define the EPM roadmap, prioritize enhancements, evaluate business value, and ensure continuous improvement efforts are aligned to enterprise planning, reporting, and finance transformation priorities.
• Lead or support EPM upgrades, patches, and new module implementations
• Drive adoption of best practices and standardization across finance functions

Cross-Functional Collaboration

• Act as a key liaison between Finance, IT, and third-party implementation partners
• Support training and end-user enablement efforts
• Translate business requirements into technical specifications
• Other duties as assigned

Qualifications

• Bachelor's degree in Finance, Accounting, Information Systems, or a related field.
• 7+ years of progressive experience in financial systems
• Strong knowledge of EPM architecture, business rules, and calculation scripting
• Hands-on experience with Oracle Cloud EPM, preferably including Planning, FCCS, EDMCS, Narrative Reporting, data integrations, business rules, security roles, metadata management, and environment migration processes.
• Experience with data integration tools (FDMEE/Data Management, APIs) Strong understanding of financial planning processes, including annual budgeting, rolling forecasts, long-range planning, scenario modeling, driver-based planning, workforce planning, and management reporting
• Familiarity with Oracle Fusion ERP (GL, Financials) preferred
• Advanced Excel and reporting tool proficiency
• Strong analytical, communication, and problem-solving skills.
• Proven ability to manage multiple priorities in a fast-paced, dynamic environment.
• Demonstrated initiative and ability to work independently as well as collaborate across stakeholders to ensure all viewpoints considered.
• Preferred experience includes prior Oracle EPM implementation or optimization experience, exposure to Oracle Fusion Financials, and familiarity with enterprise data governance, master data management, and finance reporting transformation.
• Bilingual language skills in Spanish / English are a plus

TBC Mission Critical Competencies

TBC seeks team members who excel in demonstrating our critical competencies to drive organizational capability. In this spirit we view the following as mission critical for this role:

• Strategic Mindset: seeing ahead to future possibilities and translating them into breakthrough strategies.
• Action Oriented: Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
• Cultivates Innovation: Creating new and better ways for the organization to be successful.
• Collaborates: Building partnerships and working collaboratively with others to meet shared objectives
• Customer Focus: Building strong customer relationships and delivering customer-centric solutions.
• Develops Talent: Developing people to meet both their career goals and the organization''s goals.
• Ensures Accountability: Holding self and others accountable to meet commitments.
• Drives Engagement: Creating a climate where people are motivated to do their best to help the organization achieve its objectives.
• Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.
• Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
• Change Management: effective Sponsorship, Change Agent and influencing skills. Adaptive, agile, flexible, open minded. Proven ability to build cross-functional commitment, lead, simplify and scale complex dynamic organizations through transformational change.

Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.